Manchester Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $192K | Sell |
846
-79
| -9% | -$16.7K | 0.03% | 297 |
|
|
2026
Q1 | $183K | Buy |
925
+362
| +64% | +$71.5K | 0.03% | 279 |
|
|
2025
Q4 | $104K | Buy |
563
+40
| +8% | +$7.47K | 0.01% | 364 |
|
|
2025
Q3 | $93.2K | Sell |
523
-48
| -8% | -$7.89K | 0.01% | 431 |
|
|
2025
Q2 | $87.8K | Hold |
571
| – | – | 0.01% | 475 |
|
|
2025
Q1 | $87.5K | Buy |
571
+117
| +26% | +$16.7K | 0.01% | 448 |
|
|
2024
Q4 | $57.2K | Sell |
454
-14
| -3% | -$1.84K | 0.01% | 518 |
|
|
2024
Q3 | $59.9K | Hold |
468
| – | – | 0.01% | 502 |
|
|
2024
Q2 | $48.8K | Buy |
468
+139
| +42% | +$13.6K | 0.01% | 507 |
|
|
2024
Q1 | $30.7K | Buy |
329
+254
| +339% | +$23K | ﹤0.01% | 518 |
|
|
2023
Q4 | $6.76K | Sell |
75
-115
| -61% | -$9.98K | ﹤0.01% | 659 |
|
|
2023
Q3 | $15.6K | Sell |
190
-3
| -2% | -$247 | ﹤0.01% | 554 |
|
|
2023
Q2 | $15.6K | Sell |
193
-17
| -8% | -$1.31K | ﹤0.01% | 522 |
|
|
2023
Q1 | $15.1K | Buy |
+210
| New | +$15.2K | ﹤0.01% | 516 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$82K | – | 555 |
|
|
2019
Q2 | $82K | Buy |
+1,000
| New | +$78.6K | 0.01% | 329 |
|
|
2018
Q2 | – | Sell |
-24
| Closed | -$1K | – | 586 |
|
|
2018
Q1 | $1K | Buy |
+24
| New | +$1.35K | ﹤0.01% | 564 |
|
|
2017
Q1 | – | Sell |
-750
| Closed | -$50K | – | 509 |
|
|
2016
Q4 | $50K | Hold |
750
| – | – | 0.01% | 352 |
|
|
2016
Q3 | $56K | Hold |
750
| – | – | 0.01% | 345 |
|
|
2016
Q2 | $57K | Hold |
750
| – | – | 0.01% | 355 |
|
|
2016
Q1 | $52K | Hold |
750
| – | – | 0.01% | 418 |
|
|
2015
Q4 | $51K | Hold |
750
| – | – | 0.01% | 442 |
|
|
2015
Q3 | $51K | Hold |
750
| – | – | 0.01% | 416 |
|
|
2015
Q2 | $49K | Hold |
750
| – | – | 0.01% | 394 |
|
|
2015
Q1 | $58K | Sell |
750
-87
| -10% | -$6.85K | 0.01% | 352 |
|
|
2014
Q4 | $63K | Hold |
837
| – | – | 0.01% | 663 |
|
|
2014
Q3 | $52K | Hold |
837
| – | – | 0.01% | 716 |
|
|
2014
Q2 | $52K | Hold |
837
| – | – | 0.01% | 705 |
|
|
2014
Q1 | $50K | Hold |
837
| – | – | 0.01% | 644 |
|
|
2013
Q4 | $45K | Sell |
837
-22
| -3% | -$1.31K | 0.01% | 614 |
|
|
2013
Q3 | $54K | Hold |
859
| – | – | 0.01% | 592 |
|
|
2013
Q2 | $58K | Buy |
+859
| New | +$61K | 0.01% | 561 |
|
Other funds holding WELL
Manchester Capital Management's WELL Position: Q2 2026 in Review
Manchester Capital Management reduced its Welltower (WELL) stake by 8.5% in Q2 2026, selling an estimated $16.7K and leaving 846 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #297.
Manchester Capital Management first reported a position in WELL in Q2 2013 and has held it in 31 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Manchester Capital Management held 846 shares of Welltower worth $192K as of Q2 2026.
- Manchester Capital Management sold 79 Welltower shares in Q2 2026, an estimated $16.7K.
- Welltower made up 0.03% of Manchester Capital Management's portfolio in Q2 2026, its #297 holding.
- Manchester Capital Management first reported a position in Welltower in Q2 2013 and has held it in 31 quarters since.
- 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.